Catatan efek
IBTH
nama menunggu ingest profil
40Pemegang yang dilacak
-2Δ pemegang
27.75MSaham yang dipegang
$620.68MNilai yang dilaporkan
+0Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -4.8% ·
aliran saham +3.9% ·
posisi baru bersih -5.0%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -2 | 27.75M | $620.68M | — | −2 |
| Q1 2026 | 43 | +4 | 27.27M | $611.75M | +4 | — |
| Q4 2025 | 39 | -2 | 24.10M | $541.46M | — | −2 |
| Q3 2025 | 6 | +2 | 3.74M | $84.33M | +2 | — |
| Q2 2025 | 2 | 0 | 332.76K | $7.48M | — | — |
| Q1 2025 | 1 | +1 | 225.29K | $5.05M | +1 | — |
| Q3 2024 | 1 | +1 | 58.73K | $1.33M | +1 | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.82M | +3.1% | $85.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.82M | +3.1% | $85.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 2.69M | +9.0% | $60.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 2.02M | +6.5% | $45.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.99M | -20.0% | $44.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.99M | -20.0% | $44.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 1.92M | +6.1% | $42.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.77M | -5.5% | $39.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.77M | -5.5% | $39.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.77M | -5.5% | $39.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 1.69M | -0.3% | $37.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 1.21M | -13.6% | $27.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (pasif) | 1.18M | +75.6% | $26.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 639.97K | +4.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 639.97K | +4.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 608.43K | +2.1% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 608.43K | +2.1% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 608.43K | +2.1% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 586.42K | +9.3% | $13.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 423.30K | +8.1% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 401.41K | +7.3% | $8.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 335.89K | -1.9% | $7.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 325.76K | +12.1% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 284.75K | +3.6% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 284.75K | +3.6% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 241.75K | +7.6% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 202.09K | +3.0% | $4.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cetera Investment Advisers | 187.97K | -0.7% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 166.07K | +22.3% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 152.63K | -4.3% | $3.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Sei Investments Co | 121.38K | 0.0% | $2.72M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Creative Planning | 94.28K | +34.5% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 63.57K | +24.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 57.30K | -22.3% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 53.79K | +4.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Lido Advisors, LLC | 53.79K | +4.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 42.20K | -19.0% | $944,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cibc World Market Inc. | 31.21K | -0.5% | $698,212 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 30.76K | +28.5% | $688,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 24.25K | 0.0% | $542,382 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 24.25K | 0.0% | $542,382 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 24.25K | 0.0% | $542,382 | 0.0% | Held | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 22.06K | 0.0% | $493,482 | 0.0% | Held | 4 | SEC ↗ |
| 48 | Fifth Third Bancorp | 11.50K | 0.0% | $257,255 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 7.28K | 0.0% | $162,917 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.37K | 0.0% | $53,039 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.37K | 0.0% | $53,039 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.73K | +0.9% | $38,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Franklin Resources Inc | 456 | 0.0% | $10,201 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 34 | 0.0% | $769 | 0.0% | Held | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2 | +100.0% | $45 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Jane Street Group, Llc | $587,150 | adalah 0.0% |
| Citadel Advisors | $326,155 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 310 pemegang, 78.01M saham, $1.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API